Investment Offering Manager (12 months Fixed Term Contract)

NatWest Group; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

NatWest Group is seeking an Offering Manager for Investment Products & Solutions in London. You will shape the strategic direction of the IP&S proposition, align with business objectives and client needs, and drive initiatives across fund ranges, portfolios and risk profiles.

The role involves advising senior stakeholders, leading multi-disciplinary teams, and delivering high-impact changes while aligning the offering across the Coutts and Evelyn Partners integration.

Qualifications

• Deep knowledge of the investment product suite across IP&S.
• Strong understanding of the UK Wealth Management market and regulatory frameworks.
• Proven track record in formulating and delivering strategic business plans.
• Experience leading cross-functional teams and advising senior stakeholders.
• Expertise in unitised and discretionary investment propositions.

Responsibilities

• Lead the strategic development and delivery of the IP&S offering within Client Solutions.
• Own KPIs and milestones; shape a differentiated investment proposition.
• Drive major change initiatives across regulatory, product and market expansion.
• Collaborate with risk and control functions to ensure governance and risk management.

Job description

Join us as an Offering Manager, Investment Products & Solutions

• You’ll shape and lead the strategic direction of the Investment Products & Solutions (IP&S) proposition, securing alignment with business objectives and evolving client needs
• You’ll drive critical design decisions across fund ranges, portfolio solutions and risk profiles, strengthening differentiation and maintaining a competitive market position
• You will be a key member of the team working to align our investment offering across the combined Coutts and Evelyn Partners business.
• Gain the opportunity to act as a trusted advisor on complex investment and proposition matters, influencing senior stakeholders and shaping high‑impact strategic decisions across the business
• You'll work from home some of the time but will be expected to work from our London office a minimum of three days a week
• This role will be offered for a period of 12 months

What you’ll do

As an Offering Manager, you’ll lead the strategic development and delivery of the IP&S offering within the Client Solutions function. You’ll take ownership of key performance indicators and strategic milestones, shaping a compelling and differentiated investment proposition that meets the evolving needs of clients across of Coutts and Evelyn Partners.

Along with this, you’ll drive complex, high‑impact initiatives across the IP&S platform, spanning regulatory change, product innovation, and market expansion. Operating as a recognised expert, you’ll partner closely with senior stakeholders to advise on complex investment and proposition matters, helping shape strategic direction and decision-making.

You’ll also be:

• Leading the evolution of the IP&S and Evelyn Partners product suite, managing multi-disciplinary teams to deliver major change and innovation initiatives
• Driving integration across the combined Coutts and Evelyn Partners business, client segments and business units, making sure activity is aligned strategically and operationally across the platform
• Leading projects and a developing team of specialists, setting clear direction and enabling delivery of key components of the investment proposition
• Contributing to thought leadership as a recognised industry expert and representing NatWest Group in external forums where appropriate
• Driving continuous improvement, using benchmarking, competitor analysis, and client insight to keep the proposition competitive and market-leading
• Partnering with risk and control functions, including first and second Line of defence, to secure robust governance and effective risk management across the offering lifecycle

The skills you'll need

To succeed in this role, you’ll bring deep knowledge of the investment product suite across IP&S. You’ll combine this with a strong understanding of the UK Wealth Management market, including regulatory frameworks, competitive dynamics and emerging trends. You’ll also need a proven track record of formulating and delivering strategic business plans, including oversight of multi-disciplinary teams, project delivery and large‑scale initiatives, that drive growth and innovation.

We’ll expect you to have:

• The ability to advise and influence senior stakeholders, acting as a recognised subject matter expert on complex investment and propositional matters
• Strong experience leading and delivering through cross‑functional teams, making sure strategic and operational alignment across investment offerings
• A collaborative approach to working across diverse stakeholders and business areas, enabling integrated and coherent proposition delivery
• Proven experience leading the development of unitised and discretionary investment propositions across multiple client segments